SDKI Analytics projects strong growth for global tantalum capacitor and hydrogen markets

Tokyo‑based market research firm SDKI Analytics released two forecast reports covering the tantalum capacitor and hydrogen generation sectors through 2035. The Tantalum Capacitor Market report projects a size of about $2.7 billion by 2035, up from roughly $1.6 billion in 2025, with a compound annual growth rate (CAGR) of 5.3%. Growth is linked to expanding semiconductor, communications and computing infrastructure, as well as rising demand for compact, high‑performance passive components in consumer electronics, especially in the Asia‑Pacific region which is expected to hold the largest market share.

The Hydrogen Generation Market report estimates the market will reach roughly $492.7 billion by 2035, up from $198.4 billion in 2025, reflecting a 9.5% CAGR. Drivers include increased hydrogen use in oil refining, ammonia and steel production, and substantial public and private funding, notably from the United States, the European Union and South Korea. China accounts for the biggest regional share. The report also notes that natural‑gas‑based steam‑methane reforming remains dominant, while policy measures aim to boost low‑carbon hydrogen.

Both reports highlight regional dynamics, supply‑chain considerations, and the impact of emerging technologies such as AI and high‑performance computing on component demand.